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OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN 401k Plan overview

Plan NameOCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN
Plan identification number 003

OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OCULOPLASTIC SURGEONS OF PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:OCULOPLASTIC SURGEONS OF PHILADELPHIA
Employer identification number (EIN):231878228
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032014-01-01
0032013-01-01
0032012-01-01ROBERT B. PENNE, M.D.2013-02-15 ROBERT B. PENNE, M.D.2013-02-15
0032011-01-01ROBERT B. PENNE, M.D.2012-05-10 ROBERT B. PENNE, M.D.2012-05-10
0032010-01-01ROBERT B. PENNE, M.D.2011-04-19 ROBERT B. PENNE, M.D.2011-04-19

Plan Statistics for OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN

401k plan membership statisitcs for OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN

Measure Date Value
2025: OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0332
Total number of particpants at end of year2025-04-0329
Number of Participants With Account Balances2025-04-0329
2024: OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-2129
Total number of particpants at end of year2024-03-2130
Number of Participants With Account Balances2024-03-2130

Financial Data on OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN

Measure Date Value
2025 : OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-030
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-03464142
Net assets as of the end of the plan year2025-04-037022668
Total assets as of the beginning of the plan year2025-04-036480103
Value of plan covered by a fidelity bond2025-04-03500000
Participant contributions to plan in this plan year2025-04-030
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-030
Other income to plan in this plan year2025-04-03623834
Plan net income in this plan year2025-04-03542565
Net assets as of the end of the plan year2025-04-037022668
Net assets as of the beginning of the plan year2025-04-036480103
Employer contributions to plan in this plan year2025-04-03382873
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0361770
2024 : OCULOPLASTIC SURGEONS OF PHILADELPHIA PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-03-210
Total liabilities as of the beginning of the plan year2024-03-210
Total expenses incurred by plan in this plan year2024-03-21796813
Net assets as of the end of the plan year2024-03-216480103
Total assets as of the beginning of the plan year2024-03-216171992
Value of plan covered by a fidelity bond2024-03-21500000
Participant contributions to plan in this plan year2024-03-210
Value of participant loans at end of plan year2024-03-211580
Other expenses paid from plan in this plan year2024-03-210
Other contributions to plan in this plan year2024-03-210
Other income to plan in this plan year2024-03-21801667
Plan net income in this plan year2024-03-21308111
Net assets as of the end of the plan year2024-03-216480103
Net assets as of the beginning of the plan year2024-03-216171992
Employer contributions to plan in this plan year2024-03-21303257
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-2156055

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